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ASSOCIATE ANALYST
ASSOCIATE ANALYST-April 2024
Mumbai
Apr 1, 2025
ABOUT WIPRO
Wipro is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfoli
10,000+ employees
Consulting
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About ASSOCIATE ANALYST

  The purpose of this process is to enable the administrator(s) to easily understand the escalation process on high risk clients account.

  Responsibilities Summary:

  1: Receive Inbound Call

  2: Verify Caller

  3: Obtain query information

  4: Check systems

  5: Update client details

  6: Update customer remarks

  7: Change status of Plexus work item

  8: Upload a document

  9: Conclude call

  10: Refer customer to branch

  11: Update comments on client systems

  12: Hold 99 Escalation Process

  13: Prep Handoff

  Debit Order Disputes/ADO Standard operating Procedure

  Responsibilities Summary:

  1: Receive Inbound Call

  2: Listen to Clients Request

  3: Confirm Client Request

  4: Authenticate Client

  5: Obtain Debit Order Information

  6: Client opt to Dispute telephonically

  7: Put Client through to Terms and conditions

  8: Provide client with feedback

  9: Check if client is due for a KYC/CRS Refresh

  10: Update customer remarks

  11: Conclude Call

  12: Provide Relevant Departments Contact(s) details to client

  13: Transfer Call to relevant Department

  14: Client Dispute Via FNB App

  15: Conduct KYC Refresher

  16: Update REGL Screen

  17: Conduct CRS Refresher

  18: Advise to check SMS/Email sent to avoid account being frozen

  Description of inputs:

  Calls are received from the various service units

  All calls are received through communix and actioned on client systems

  Investment Banking(CLM)

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